See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 4-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $104,592 | $63,703+64.2% | $93,063+12.4% | $82,448+26.9% |
| Participation rate | 61.8% | 63.8%-2.1pp | 72.1%-10.3pp | 68.1%-6.3pp |
| Annual return | 12.96% | -775.43%+788.4pp | 34.15%-21.2pp | 41.64%-28.7pp |
| Employer contribution / active EE | $566 | $1,729-67.2% | $2,476-77.1% | $2,551-77.8% |
| Participant deferral / active EE | $2,731 | $2,919-6.4% | $3,958-31.0% | $4,139-34.0% |
| Admin fee / account holder | $3,974 | $5,982-33.6% | $6,033-34.1% | $7,234-45.1% |